Balancing Risk and Reward and Hedging Market Volatility - June 14, 2025

This week's episode of the Common Sense Investing Show featuring hosts Victor McClure alongside Steve Ringo and special guest Daniel Stover. The discussion centered around navigating fluctuating markets, inflation, and the stress these factors place on individuals approaching retirement. McClure emphasized the importance of using common sense in investment strategies to avoid common pitfalls, like over-concentration in certain asset classes. He shared insights on various financial instruments, including annuities and CDs, set against the backdrop of his personal anecdotes and professional experiences, reinforcing the show's theme of straightforwardness in financial discussions.

Victor and Daniel delved deeper into risk management strategies, focusing on the concept of diversification through non-correlated asset classes. They highlighted the inefficiency of traditional stock-bond portfolios in truly managing market risk. Instead, Daniel proposed a distinctive approach utilizing liquid, tax-efficient ETFs and strategic hedging to balance risk and returns effectively. The team stressed the importance of professional asset management, cautioning against relying solely on traditional methods or personal stock-picking strategies, advocating for a holistic approach to constructing and managing a portfolio that can maintain upside potential while minimizing vulnerability to market downturns.


For more information about Victor McClure, Steve Ringo and the McClure Capital team, visit https://mcclurecapital.com/